How to get started with ActiveCampaign’s CRM

How can a CRM help you sell more in less time? Sometimes mundane, manual tasks eat at your calendar. Other times contacts slip out of your funnel. A sales automation CRM keeps your entire sales process moving smoothly. This page shows you how to get started with the ActiveCampaign CRM.

How does Customer Experience Automation help you grow your business?

Reach & Engage

Every business wants new leads. And you want to reach the right people — the people who will become your best customers. Customer Experience Automation helps you reach & engage your audience, and attract the right people to your business.

Nurture & Educate

How do you show new leads the info they need? Use Customer Experience Automation to plan what details you would like to capture about your audience. Get to know them, then show them exactly what they want to see.

Convert & Close

There’s a moment when a lead is ready to become a customer. Do you know when it is? Customer Experience Automation helps you spot the most engaged leads and make them the offer that turns them into customers.

Support & Grow

How can you keep your customers coming back for more? Customer Experience Automation helps you keep customers around — and turn them into advocates that help grow your business.

Follow these steps to get started with your CRM

What’s the fastest way to get started with ActiveCampaign’s CRM? A CRM can help you stay on top of leads, automate your sales process, and make sure no business slips through the cracks. Follow these steps to learn how to use ActiveCampaign’s CRM— and start selling more in less time.

Get introduced to the ActiveCampaign CRM

A CRM helps you manage business processes, assign deals to specific teammates, and keep everyone on the same page — so that no customers slip through the cracks. In this video, we teach you how to create pipelines, stages and effectively manage deals for your business.

You’ll learn:

  • You’ll learn:
  • How to assign deals and send one-to